Disable “Share with Patient” for Procedures When Results Release on Acknowledgment

Configure Results for Release on Acknowledgment

View Disabled Procedure Sharing Setting

Restore Procedure-Level Sharing Controls

What’s New

• When Release Results is set to On Acknowledgment, the Share with Patient option is disabled for all procedures under:
  – Settings > Billing > Procedures
• Administrators cannot enable Share with Patient for individual procedures while acknowledgment-based release is active.
• When Release Results is changed to Immediately Upon Receipt and the confirmation is completed, Share with Patient is re-enabled and can be configured per procedure.
• Previously saved procedure-level Share with Patient configurations are preserved while the option is disabled.
• When Immediately Upon Receipt is restored, the previous procedure-level configurations are restored exactly as they were.
• The behavior considers both the Enable Leap Patient Portal setting and the practice-level Release Results configuration.
• The result release behavior applies to Lab, Radiology, and Procedure Results across Personal, Clinical, and Provider Note workflows.

How It Works 

• Navigate to Settings > My Practice Settings > EHR.
• Set Release Results to On Acknowledgment.
• Navigate to Settings > Billing > Procedures.
• The Share with Patient option is displayed in a disabled state for procedures and cannot be modified.
• Results are shared with patients according to the acknowledgment-based release workflow.
• To restore procedure-level sharing controls, change Release Results to Immediately Upon Receipt and confirm the change through the confirmation popup.
• The Share with Patient option becomes configurable again, and previously saved procedure-level settings are restored.

Benefits

• Enforces the practice’s acknowledgment-based result release policy consistently.

• Prevents procedure-level settings from bypassing the practice-wide configuration.

• Helps prevent procedure results from being shared before provider acknowledgment.

• Preserves existing procedure-level configurations while sharing controls are temporarily disabled.

• Eliminates the need for administrators to manually reconfigure individual procedures when Immediately Upon Receipt is restored.